13F reference period
Q2 2026
CUSIP: 33740U836
13F reference period
Q2 2026
Institutions Reporting
98
Shares (Excl. Options)
Price
$34.84
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
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Latest holder context comes from 98 institutions filings for Q2 2026.
Security key
33740U836
13F reference period
Q2 2026
13F holders
98
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Open recent reporting periods for CUSIP 33740U836:
13D/G owners
Large-stake holder rows connected to Schedule 13D/G evidence.
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 59% | -1.9% | $421,005,963 | +$26,096,006 | 11,518,631 | +6.6% | First Trust Portfolios L.P. | 30 Sep 2026 |
13F concentration
Largest 13F positions for this security by reported shares and value.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Wealthcare Advisory Partners LLC | 2.7% | 516,910 | -5.6% | 0.34% | $18,009,158 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.9% | 374,862 | -5.5% | 0.02% | $13,060,174 |
| Outlook Wealth Advisors, LLC | 1.6% | 313,875 | +0.58% | 2.4% | $10,935,412 |
| Cetera Investment Advisers | 1.5% | 288,771 | -1.2% | 0.01% | $10,060,790 |
| First Heartland Consultants, Inc. | 1.4% | 267,225 | -5% | 0.6% | $9,310,119 |
| RAYMOND JAMES FINANCIAL INC | 1.3% | 253,978 | +0.36% | 0% | $8,848,593 |
| OSAIC HOLDINGS, INC. | 1% | 194,219 | +9.4% | 0.01% | $6,766,536 |
| STEPHENS INC /AR/ | 0.6% | 116,410 | -0.4% | 0.05% | $4,055,707 |
| Kestra Advisory Services, LLC | 0.52% | 100,890 | -24% | 0.01% | $3,514,990 |
| OneDigital Investment Advisors LLC | 0.5% | 98,292 | -2.5% | 0.03% | $3,424,493 |
| LPL Financial LLC | 0.5% | 97,447 | -8.8% | 0% | $3,395,053 |
| ENVESTNET ASSET MANAGEMENT INC | 0.46% | 90,273 | -14% | 0% | $3,145,111 |
| Cambridge Investment Research Advisors, Inc. | 0.46% | 89,144 | -2.6% | 0.01% | $3,106,000 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.44% | 85,507 | +214% | 0% | $2,979,064 |
| Keystone Wealth Services, LLC | 0.4% | 78,575 | -0.4% | 0.51% | $2,737,553 |
| SMART Wealth LLC | 0.37% | 71,436 | +18% | 0.54% | $2,488,830 |
| RED CRANE WEALTH MANAGEMENT, LLC | 0.33% | 64,683 | -12% | 1.7% | $2,253,556 |
| GREAT VALLEY ADVISOR GROUP, INC. | 0.33% | 63,558 | -3.1% | 0.03% | $2,214,000 |
| Ameritas Advisory Services, LLC | 0.32% | 62,132 | 0.04% | $2,164,679 | |
| Steward Partners Investment Advisory, LLC | 0.29% | 56,449 | -3.9% | 0.01% | $1,966,683 |
| Global Assets Advisory, LLC | 0.28% | 54,346 | 0.41% | $1,886,621 | |
| Janney Montgomery Scott LLC | 0.27% | 51,944 | -7.6% | 0% | $1,810,000 |
| MML INVESTORS SERVICES, LLC | 0.26% | 51,450 | +20% | 0% | $1,792,518 |
| Prospera Financial Services Inc | 0.26% | 50,349 | -0.39% | 0.03% | $1,754,135 |
| Ignite Planners, LLC | 0.22% | 43,610 | -1.1% | 0.21% | $1,519,373 |
Quarter history
Holder count, reported shares/value, and median price by quarter.
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 2,155,316 | $78,789,485 | +$12,614,525 | $36.55 | 36 |
| 2026 Q2 | 4,413,550 | $153,907,408 | -$115,200 | $34.84 | 98 |
| 2026 Q1 | 4,439,820 | $135,960,952 | +$15,534,386 | $30.62 | 92 |
| 2025 Q4 | 3,952,107 | $125,198,857 | +$15,245,691 | $31.68 | 94 |
| 2025 Q3 | 3,475,067 | $107,711,139 | +$23,017,840 | $31.05 | 79 |
| 2025 Q2 | 2,735,652 | $80,916,524 | -$29,557,923 | $29.58 | 72 |
| 2025 Q1 | 3,786,093 | $100,188,607 | +$16,019,318 | $26.51 | 78 |
| 2024 Q4 | 3,184,276 | $88,057,467 | +$12,583,748 | $27.65 | 78 |
| 2024 Q3 | 2,319,709 | $62,063,917 | -$243,084 | $26.75 | 62 |
| 2024 Q2 | 2,329,849 | $60,625,867 | -$30,012,829 | $26.03 | 60 |
| 2024 Q1 | 3,475,462 | $86,729,795 | +$6,488,954 | $24.96 | 65 |
| 2023 Q4 | 3,295,111 | $78,480,112 | +$19,775,428 | $23.82 | 67 |
| 2023 Q3 | 2,452,799 | $53,179,975 | +$16,624,863 | $21.68 | 50 |
| 2023 Q2 | 1,686,518 | $35,982,173 | -$14,569,769 | $21.33 | 42 |
| 2023 Q1 | 2,359,423 | $45,488,754 | +$513,967 | $19.28 | 42 |
| 2022 Q4 | 2,406,495 | $40,064,959 | +$18,584,702 | $16.64 | 40 |
| 2022 Q3 | 1,195,802 | $19,812,839 | +$8,218,935 | $16.56 | 31 |
| 2022 Q2 | 697,098 | $11,793,189 | +$2,250,659 | $16.91 | 24 |
| 2022 Q1 | 543,773 | $10,883,638 | -$5,371,931 | $20.01 | 18 |
| 2021 Q4 | 813,486 | $16,997,676 | +$4,288,740 | $20.89 | 18 |
| 2021 Q3 | 361,787 | $7,138,542 | +$7,138,542 | $19.73 | 7 |